Anne-Marie Tassoni has over a decade of experience advising clients on wealth planning, superannuation, pre-retirement and retirement strategies. She works closely with individuals and families to deliver integrated wealth management advice across investment management and strategy, estate planning, and risk management. 

She specialises in wealth planning, superannuation, retirement and pension strategies, and estate planning, and is a CFP® practitioner – the highest certification available to financial advisers worldwide. Known for her strong technical expertise and ability to identify client needs, Anne-Marie supports clients with complex financial decisions and long-term strategic wealth outcomes.